Dell Technologies Inc.


The company has evolved from a mere computer manufacturer to an important player in the AI infrastructure market

Dell as 'exemplar': server and PC maker's stock called a defense against AI threat

Janus Living, Inc.

Ukrainian-rooted startup Swarmer, whose drone software is actively used in combat missions, debuted on Wall Street with the best result since the listing of Newsmax, US President Donald Trump's <a href="https://www.euronews.com/business/2025/05/05/newsmax-ceo-shares-his-secrets-to-success-as-trumps-favourite-us-channel-sees-its-stock-so#:~:text=Self%20declared%20as%20US%20President%E2%80%99s%20%E2%80%9Cfavourite%20US%20channel%E2%80%9D%2C">"favorite American TV channel."</a> Cryptocurrency exchange Kraken and payment service PhonePe have postponed their IPOs amid the Iran crisis. The new Texas Stock Exchange is assembling a stellar team for its upcoming launch. The main events in the IPO market for the week - in our selection.

Startup with Ukrainian roots grows by 1000%, pauses Kraken: the main thing about IPO by March 22

NVIDIA Corporation

Dell has found a formula to overcome negative investor sentiment, according to theCUBE Research analyst Dave Vellante

'Prescription for negativity': Dell shares soar on AI server sales data

Cisco Systems, Inc.

Hewlett Packard Enterprise Company

CoreWeave, Inc.

In a note to clients, investment bank Evercore ISI highlighted details of Nvidia's report that it assesses have implications for a number of other companies, CNBC <a href="https://www.cnbc.com/2026/02/25/stock-market-today-live-updates.html">reports</a>.

Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report

HP Inc.

Shares of IT equipment manufacturers fell

'Perfect storm': Morgan Stanley has worsened its view of the IT hardware market

Data center AI server builder Dell Technologies has emerged as a key beneficiary of the new AI boom cycle, Barron's <a href="https://www.barrons.com/articles/dell-stock-analysts-ai-upside-buy-7fac5550">writes</a>. Investment banks Barclays and Goldman Sachs this week recommended buying the company's shares, expecting them to rise in 2026, after the securities "underperformed" the Nasdaq Composite last week: they rose 9.2%, while the index added 20%.

Barclays and Goldman expect Dell shares to rise. Why has the AI server builder become a favorite?

Urban Outfitters, Inc.

Novo Nordisk A/S

Alphabet Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: buyers are back in the majority

Dell expects annual AI server sales to grow by a quarter from its previous forecast

Dell reported worse than expected revenue, but raised its forecast. How did the market react?

Alibaba Group Holding Limited

Morning in New York: macro statistics will set the trading vector

Best Buy Co., Inc.

Li Auto Inc.

The last trading week of November in the US will be shortened due to Thanksgiving and Black Friday. Wall Street will focus on September wholesale price data and retail sales statistics for the same month.

Alibaba, retailers and the UK budget: what investors need to know this week

Morgan Stanley has sharply downgraded its recommendation on shares of PC maker and AI server assembler Dell, CNBC <a href="https://www.cnbc.com/2025/11/17/morgan-stanley-double-downgrades-pc-maker-on-expected-margin-pressures.html">reports</a>. It dropped its "Overweight" rating, equivalent to a buy recommendation on these securities, and set an "Underweight" rating, equivalent to a sell recommendation. The investment bank thus skipped the neutral step, a rare move.

Morgan Stanley has sharply downgraded Dell's stock and advises selling. What happened?

Microsoft Corporation

IREN Limited

Microsoft, which is among the leaders of the global race in the field of artificial intelligence, has signed a contract for the purchase of computing power with the Australian company IREN for about $9.7 billion. IREN, in turn, has agreed to purchase equipment from Dell. After the news, Iren's shares hit a record high, while Dell's shares reached a 1.5-year high.